JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

3,962 hedge funds and large institutions have $362B invested in JPMorgan Chase in 2023 Q4 according to their latest regulatory filings, with 448 funds opening new positions, 1,564 increasing their positions, 1,632 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,962
Holders Change
+283
Holders Change %
+7.69%
% of All Funds
58.08%
Holding in Top 10
636
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+25.2%
% of All Funds
9.32%
New
448
Increased
1,564
Reduced
1,632
Closed
102
Calls
$8.1B
Puts
$10.4B
Net Calls
-$2.29B
Net Calls Change
-$287M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.4B
2
State Street
State Street
Massachusetts
+$543M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$542M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$483M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$396M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$509M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$477M
3
Bank of America
Bank of America
North Carolina
-$325M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$323M
5
Millennium Management
Millennium Management
New York
-$240M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1001
Shell Asset Management
Netherlands
$10.6M -$2.77M -16,275 -21%
CCM
1002
Carmel Capital Management
California
$10.5M +$9.36K +55 +0.1%
VI
1003
Vestcor Inc
New Brunswick, Canada
$10.5M -$115K -678 -1%
VM
1004
Venator Management
Pennsylvania
$10.5M -$63.8K -375 -0.6%
CAM
1005
Cypress Asset Management
Texas
$10.5M -$58.3K -343 -0.6%
GRP
1006
Global Retirement Partners
California
$10.5M -$486K -2,894 -4%
HIP
1007
Harrell Investment Partners
Texas
$10.4M +$214K +1,257 +2%
GFG
1008
Greystone Financial Group
Michigan
$10.4M -$257K -1,511 -2%
GCA
1009
Greenwood Capital Associates
South Carolina
$10.4M +$234K +1,373 +2%
CB
1010
Cadence Bank
Mississippi
$10.4M -$70.1K -412 -0.7%
SWC
1011
Spectrum Wealth Counsel
Indiana
$10.4M +$10.4M +60,847 New
FDP
1012
Financiere des Professionnels
Quebec, Canada
$10.3M -$903K -5,308 -8%
GWM
1013
GDS Wealth Management
Texas
$10.3M +$1.27M +7,473 +14%
MMA
1014
Miracle Mile Advisors
California
$10.3M +$660K +3,882 +7%
ZIG
1015
Zuckerman Investment Group
Illinois
$10.3M -$7.83K -46 -0.1%
PGAM
1016
Princeton Global Asset Management
New Jersey
$10.3M +$91K +535 +0.9%
AG
1017
AIA Group
Hong Kong
$10.3M +$2.89M +17,007 +39%
MPM
1018
Meritage Portfolio Management
Kansas
$10.3M +$143K +843 +1%
SCP
1019
Shorepoint Capital Partners
Massachusetts
$10.3M +$159K +935 +2%
BW
1020
Bison Wealth
Georgia
$10.2M +$67.4K +396 +0.7%
SC
1021
Stolper & Co
Oklahoma
$10.2M +$4.08K +24 +0%
LA
1022
Lynch & Associates
Indiana
$10.2M -$134K -790 -1%
NM
1023
NWI Management
New York
$10.2M – – –
AIM
1024
Access Investment Management
Georgia
$10.2M +$10.2M +60,000 New
PA
1025
Perennial Advisors
New York
$10.2M +$83.3K +490 +0.8%
39 40
41
42 43